This is about having a setting for who can get draft invoices/statements etc. vs final versions.
Invoices and statements can be sent to people set up in the CONTACT profile to receive emails……this is very useful when we send out the final invoices/monthly statements as an example.
However, the way we do our process for invoicing is:
1. We upload our invoice file
2. We send these (from XERO) for review
a. HOWEVER, we only want the internal Malaspina team/staff to get them, so if there are any errors/issues/corrections etc etc that the client does not see these first, and we can amend before going final
3. The issue:
a. When I email these it brings up all the “contact to receive email” people based on the CONTACT profile
b. I need to go into each email box, copy the email of whom I really want to get it
c. Delete everyone else
d. Paste in the correct name
e. Do this across approx. 90 invoices
f. Send in draft
4. An awesome solution?
a. Have an option where you can set up in the CONTACT profile to receive DRAFT emails/invoices/statements or not (e.g. Harry can receive “FINAL” and “DRAFT”, Client X “FINAL” )
b. or something similar like when the mailing dialogue box comes up it shows the names and you can deselect all and then click on who you would like to get the email
c. I prefer 4a as you could have a lot of potential people in a CONTACT to get the final version so 4b is more cumbersome and it would be easier to manage via a “4a” process.
Killian Ruby
supported this idea
·
This is about having a setting for who can get draft invoices/statements etc. vs final versions.
Invoices and statements can be sent to people set up in the CONTACT profile to receive emails……this is very useful when we send out the final invoices/monthly statements as an example.
However, the way we do our process for invoicing is:
1. We upload our invoice file
2. We send these (from XERO) for review
a. HOWEVER, we only want the internal Malaspina team/staff to get them, so if there are any errors/issues/corrections etc etc that the client does not see these first, and we can amend before going final
3. The issue:
a. When I email these it brings up all the “contact to receive email” people based on the CONTACT profile
b. I need to go into each email box, copy the email of whom I really want to get it
c. Delete everyone else
d. Paste in the correct name
e. Do this across approx. 90 invoices
f. Send in draft
4. An awesome solution?
a. Have an option where you can set up in the CONTACT profile to receive DRAFT emails/invoices/statements or not (e.g. Harry can receive “FINAL” and “DRAFT”, Client X “FINAL” )
b. or something similar like when the mailing dialogue box comes up it shows the names and you can deselect all and then click on who you would like to get the email
c. I prefer 4a as you could have a lot of potential people in a CONTACT to get the final version so 4b is more cumbersome and it would be easier to manage via a “4a” process.